Search for articles
Getting Started
Contact
How to add a Contact
Update Contact Details
Follow Contact For Regular Update
Delete Contact
Recovering Deleted Contacts
Contacts Detail Page
Deals
How to add a Deal?
How to Delete a Deal?
Recovering Deleted Deals
Deals Detail Page
How to Update Deal Details
How to Create and Manage a Deal Pipeline?
Company
How to add a Company?
How to Update a Company's Details?
How to Delete a Company?
Recovering a Deleted Company
Follow a Company For Regular Updates
Company Detail Page
Activity
How to Add a New Activity
Activity Detail Page
Follow Activity For Regular Update
How to Delete an Activity?
How To Recover Deleted Activity
How to Create, Edit & Delete an Activity Type
How to Create, Edit & Delete an Activity Result?
Email
How To Connect an Email Account
How to Reconnect an Email Account
How to Generate Email AI Summary
How to Link or Unlink Emails to a Specific Record
How to Manage Email Templates?
How to Manage Email Custom Views
How To Add Email Types
Manage Email Signature
How to manage BCC email addresses?
Set Email Preference to Public or Private?
Calendar
Connect Google Calendar
Add an Activity to Calendar
Marketing
Create Marketing List
Create Marketing Form
Edit or Delete Marketing List
Edit or Delete Marketing Form
Creating Email Marketing Templates
How to Use Existing Templates
How to Create/Update Templates or Add Them to a Folder
How to Create and Edit Campaigns
How to Create an Email Broadcast
Dashboard
Dashboard Widgets
Automation
How to Create an Automation
How to Update or Delete an Automation
Sequence Limit Settings
Sequence Revision Logs
How to make a Sequence Active/Inactive
Automation Settings
Bookings
What is the Booking module, and how is it helpful?
How to create a Booking Type
How to create a Multiple Booking Link
How to Create an Availability Schedule
How to Edit or Delete an Existing Availability Schedule
How to Create an Unavailability/Time Off Schedule
How to Edit or Delete an Existing Unavailability Schedule
Email Templates for Bookings
Sales
How to Update a Promo Code
How to Edit a Recurring Payment
How to Create a New Invoice
How to Edit or Delete an Invoice
How to Create a Quote
What is an Invoice
How to Edit or Delete a Quote
How to Create a New Recurring Payment
What are Quotes
What is a Promo Code
What is a Checkout Form
What is a Product
How to Create a Promo Code
How to Create a Checkout Form
How to Edit or Delete a Checkout Form
How to Create a Product
How to Edit or Delete a Product
What is a Recurring Payment
Working with Sales Tax
Sales - General Settings
Streams
What Are Streams?
How to Create a New Stream and Custom View
How to Update a Stream
How to Update Filters in a Stream
Settings
Personal
Personal Information: How to Update and Change Personal Information
Personal Information: Updating Your Date Format
Personal Information: Updating Your Timezone
Personal Information: Updating Your Default Login Position
Personal Information: How to Change Your Password
Personal Settings: Animated Icons
Personal Settings: Managing Your Email Signature
Personal Settings: Notification Preferences
Personal Settings: Discard Prompt
Personal Settings: Manage Layout
Personal Settings: Manage Activity
Personal Communication: Phone Integration
Personal Communication: Phone Settings
Personal Communication: Meeting Integration
Personal Communication: Email Accounts
Personal Communication: Email Settings
Personal Communication: Following
Create Your Smackdab Account
Start Onboarding
How to Connect Another Email
Syncing with iPoint
Getting Help
Update Smackdab
How To Add Tags
How To Add Notes
How To Add New Field Type
Understanding the Text Field
Understanding Large Text (Text Area) Field
Understanding Dropdown Field
Understanding the Date (Date Picker)
Understanding the Time (Time Picker) Field
Understanding Date Time Picker
Understanding Date Range Field
How to add Email Field Type
Understanding Number Field Type
Understanding Percentage Field Type
Understanding Currency Field Type
Understanding of URL field
Understanding Address Field
Understanding Phone Field Type
Understanding Radio Button Field
Understanding Multi-Select Pick List (Checkbox) Field Type
Understanding Attachment/File Field Type
Understanding Group Field Type
Understanding Boolean Field Type
Understanding Rich Text Field Type
Understanding Drop Zone
How to Manage Field Layout
How to Delete a Layout?
How to Manage Your Quicklook Card Layout?
Managing Quick Action Buttons
Admin Consent Troubleshooting in Microsoft Entra
How to Read Your Dashboard
How to Switch the Position and Branch
What is Dark and Light Mode
Search for articles
/
Getting Started
/
Settings
/
Branch
No articles in this category